CM WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
CM WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,297,025
-9.8%
56,516
-8.2%
8.98%
+6.0%
Q2 2023$25,835,861
+121629.5%
61,533
+7.7%
8.47%
+106.3%
Q1 2023$21,224
-99.9%
57,140
+5.1%
4.11%
-57.9%
Q4 2022$19,115,900
+6.6%
54,3850.0%9.76%
-1.8%
Q3 2022$17,934,498
-5.3%
54,3850.0%9.94%
-14.3%
Q2 2022$18,942,95454,38511.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders